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Name Holding Trade Value Shares
Change
Change in
Stake
JWS
501
Juncture Wealth Strategies
Arizona
$345K +$39.5K +720 +13%
BFO
502
Boston Family Office
Massachusetts
$343K
Barclays
503
Barclays
United Kingdom
$341K -$4.26M -77,766 -92%
CWA
504
Cypress Wealth Advisors
California
$341K -$3.18K -58 -0.9%
BOTW
505
Bank of the West
California
$341K +$97.7K +1,781 +39%
LBC
506
Lowe Brockenbrough & Co
Virginia
$340K -$4.39K -80 -1%
FBT
507
First Bankers Trust
Kentucky
$340K +$8.39K +153 +2%
WSTAM
508
Wilbanks Smith & Thomas Asset Management
Virginia
$339K +$8.17K +149 +2%
PTC
509
Private Trust Company
Ohio
$337K +$19.5K +355 +6%
IAS
510
IMA Advisory Services
Colorado
$335K +$4.83K +88 +1%
TIP
511
Torray Investment Partners
Maryland
$334K
RA
512
RFG Advisory
Alabama
$334K +$768 +14 +0.2%
BCP
513
Berkeley Capital Partners
Georgia
$330K +$4.5K +82 +1%
VNA
514
VNBTrust National Association
Virginia
$324K
PP
515
Palladium Partners
Virginia
$324K +$60.9K +1,110 +23%
MIP
516
Marietta Investment Partners
Wisconsin
$323K +$329K +6,000 New
BDF
517
Balasa Dinverno & Foltz
$322K
MC
518
Mathes Company
New York
$319K
BBHC
519
Brown Brothers Harriman & Co
New York
$315K -$15.4K -280 -5%
NL
520
NWAM LLC
Washington
$314K +$320K +5,832 New
GWM
521
Geneos Wealth Management
Colorado
$310K +$36.4K +663 +13%
EHWM
522
Eads & Heald Wealth Management
Georgia
$308K +$1.97K +36 +0.6%
EAM
523
Eagle Asset Management
Florida
$308K +$46.3K +844 +17%
DWA
524
Douglass Winthrop Advisors
New York
$305K
FPB
525
First PREMIER Bank
South Dakota
$305K